CFFP

Center for Financial Planning Portfolio holdings

AUM $872M
1-Year Est. Return 13.41%
This Quarter Est. Return
1 Year Est. Return
+13.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$406M
AUM Growth
+$23.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
562
New
Increased
Reduced
Closed

Top Buys

1
+$1.72M
2
+$574K
3
+$485K
4
RBLX icon
Roblox
RBLX
+$325K
5
ROP icon
Roper Technologies
ROP
+$296K

Top Sells

1
+$1.99M
2
+$702K
3
+$653K
4
KSU
Kansas City Southern
KSU
+$273K
5
ACN icon
Accenture
ACN
+$240K

Sector Composition

1 Financials 6.02%
2 Technology 4.57%
3 Healthcare 3.89%
4 Industrials 2.54%
5 Consumer Staples 2.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$938K 0.23%
12,000
52
$937K 0.23%
4,087
53
$922K 0.23%
3,992
-194
54
$893K 0.22%
4,120
+44
55
$871K 0.21%
4,555
56
$846K 0.21%
3,554
57
$817K 0.2%
10,313
-145
58
$815K 0.2%
2,556
+4
59
$808K 0.2%
10,102
60
$801K 0.2%
8,319
61
$792K 0.19%
3,495
-150
62
$773K 0.19%
12,690
63
$770K 0.19%
14,520
-293
64
$770K 0.19%
12,204
65
$767K 0.19%
5,619
-1,008
66
$714K 0.18%
3,434
+627
67
$682K 0.17%
2,874
68
$661K 0.16%
4,233
69
$656K 0.16%
16,760
+900
70
$640K 0.16%
3,123
71
$639K 0.16%
1,558
72
$636K 0.16%
6,032
-274
73
$602K 0.15%
27,686
+1,071
74
$580K 0.14%
5,259
+3
75
$574K 0.14%
+12,183
1 2
3
4 5